HFP INVESTMENTS

Overview

HFP Investments is a small, independent registered investment adviser that focuses on serving individual and family clients, along with a limited number of small-business relationships. The firm combines financial planning with discretionary portfolio management, and also operates as an insurance broker—an arrangement that drives a material use of annuities and other insurance-based products alongside traditional investment portfolios. Investment activity is tilted toward publicly traded equities, with a clear preference for exchange-traded vehicles. The firm uses a mix of fee approaches (percentage of assets under management, hourly fees and fixed fees), which supports both ongoing portfolio oversight and one-off planning engagements. HFP Investments does not present itself as an ESG-driven manager, multi-state adviser, pension consultant or capital allocator to third-party alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices